JCG Advisory Partners provides investment advice and financial planning to individuals, high net worth individuals, charitable organizations, and small businesses. JCG Advisory Partners uses software to determine a client's risk tolerance and time horizon, then creates a customized portfolio. JCG Advisory Partners may allocate client assets among unaffiliated independent investment managers. Clients may be solicited to buy insurance through JCG Life/Health/DI, LLC.
Assets Under Management$34M
Clients56
Advisors1
Avg. per Client$600K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.63% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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